Broker Check
James J. Williams, MBA, CFP®, CLU

James J. Williams, MBA, CFP®, CLU

Investment Advisor Representative / Registered Principal

CA Insurance License No. 0C72166

James J. Williams is an Investment Advisor Representative with Cetera Advisor Networks LLC (member FINRA/SIPC) and has been in the financial services industry since 2000. He received the CERTIFIED FINANCIAL PLANNER™ certification in 2003 and has his Series 7, Series 63, and Series 24 securities registrations along with his California life and health insurance license. James is also a Chartered Life Underwriter (CLU) specializing in risk management. He has served as an independent director to several private and public companies assisting them in management, investments, and financial planning. Before entering the financial services industry, James worked for a mergers and acquisitions company. James grew up in San Juan Capistrano and graduated from University of California, San Diego in 2000 with a BA in Economics and played on their NCAA volleyball team. James graduated from Webster University in 2007 with his Masters in Business Administration.

James has been married to Gini Joy since 2001 and lives in Dana Point with their three children. James is actively involved with Crossline Community Church and Saddleback Valley Christian School where Gini Joy teaches Spanish. James enjoys spending his free time with family, exercising, participating in outdoor activities, and furthering his education.

*Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency, member FINRA/SIPC, is a full service broker-dealer and Registered Investment Adviser, providing financial planning, investment advice and brokerage services.